DISAPPOINTED. >> DAVID, IMPORTANT DAY. APPRECIATE IT AS ALWAYS HELPING US UNDERSTAND THE NUMBERS. >> LET'S TURN BACK TO BROADCOM BECAUSE IT IS THE BIGGEST LOSER ON THE S&P DESPITE A BEAT ON EARNINGS ESTIMATES ADDING FOR A TOUGH WEEK FOR SEMIS. ANOTHER UGLY SESSION FOR THE GROUP. WHAT DO YOU SEE? >> AND SARA, YOU ALLUDED TO BROADCOM BUT THAT STOCK NOW DOWN NEARLY 9%. THE NETWORKING CHIPS GIANT IS PROJECTING 2024 AI SALES OF $12 BILLION, $1 BILLION HIGHER THAN IN ITS PREVIOUS VIEW, BUT FAILED TO BEAT SOME OF THE MORE LOFTIEST WALL STREET ESTIMATES OUT THERE. MIZUHO SUMMED IT UP NICELY WRITING THE PROBLEM HERE IS THAT WE GOT NO MATERIAL ACCELERATION OR UPWARD REVISION THAT WOULD EXCITE INVESTORS. SIMILAR DISAPPOINTMENT AFTER NVIDIA. AS WHAT WE LEARNED ABOUT HYPER SCALAR SPEND ON AI, THEY MADE THE POINT, AS AI PERMEATES ALL COMPANIES THEY WILL NEED TO UPGRADE THEIR SERVERS, STORAGE AND NETWORK. CONFIDENT ON GROWING DEMAND AND INCREMENTAL SALES GOING UP IN THE COMING YEARS. BRING THIS BACK TO THE PRICE ACTION WE'RE SEEING, ALL SMH COMPONENTS ARE ENOUGH ON THE WEEK LED BY ASML, GOT THE DOWNGRADE THIS WEEK, THERE'S INTEL AND NVIDIA, DOWN MORE THAN 10%, ABOUT 10%. IN TOTAL COMPANIES ON THE SMH ETF HAVE LOST ABOUT $550 BILLION IN MARKET CAP OVER THE WEEK. THE MAJORITY OF WHICH HAS BEEN REALLY LED BY THE DECLINE THAT WE HAVE SEEN IN NVIDIA FOLLOWING ITS EARNINGS REPORT LAST WEEK. GUYS, THE ONLY STOCK IN THE SEMICONDUCTOR ETF THAT IS LESS THAN 10% FROM IT